Direct Advisor

Your team

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner-owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.

• Providing private clients with close access to the market and swift access to the trading floor.
• Offering advice and responding to clients' requests and queries.
• Advising clients with tactical investments strategies and trading ideas across all asset classes.
• Giving clients access to a selection of financial and trading publications, and translating the information gained into investment ideas.
• Keeping abreast of the latest developments on financial markets and of the macro environment.
• Interpreting financial/market reports, as well as evaluating data analysis.
• Monitoring clients' positions with a view to optimising performance and adjusting them to take account of risk.
• Providing constant feedback to clients' CRMs and other major stakeholders.
• Maintaining a strong compliance culture. Ensuring optimal compliance and risk management by adhering to all applicable local legislation, regulatory provisions, in-house directives and procedures as a first line of defence.
• Keeping abreast of developments in the fields so that you can apply them effectively and ensure fair treatment of all clients, while also adhering to Pictet's mission and core values.

• A university degree: ideally Master's degree or a postgraduate qualification such as a CFA.
• At least 10 years' experience in a similar function.
• A strong financial markets background with strong knowledge across asset-classes.
• Advanced knowledge of financial products and services with solid experience on derivatives.
• In-depth knowledge of the Bank's offering.
• Fluent French and English; good knowledge of other language(s) would be a plus.
• Excellent IT skills, in particular Avaloq, Athena, Bloomberg and MS Excel.
• Strong problem‑solving skills.
• A client-oriented approach.
• Excellent interpersonal and communication skills.
• Must be resident in Switzerland, or willing to relocate.

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Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.